Manager Sales

JEREMY I. MARKOWITZ[pic]

***-** **** ****** ********, NY 11367

646-***-**** ******.*********@*****.***

QUALIFICATIONS PROFILE:

Dynamic young professional eager to build on current experience with a

firm seeking a highly motivated team player committed to supporting

company objectives and overall client satisfaction.

> Analytics: Quantitative and Qualitative analytical approaches used in

determining proper asset allocation blends based on clients' long-term

financial goals and risk tolerance.

> Communication & Productivity: Excellent interpersonal relations with

clients & co-workers, exceptional organizational capabilities for

efficient issue resolution.

> Computer Skills: Proficient in Microsoft Office, SmartStation,

Hummingbird Mainframe, EQS, Bloomberg financial software and all

internet based research applications

[pic]

PROFESSIONAL EXPERIENCE:

Wells Fargo Advisors - New York, NY

Registered Client Associate, May 2009 - Present

. Analysis of SMA Managers with emphasis on portfolio structure, asset

turnover rate, and performance vs. benchmark indices.

. Assist in the development of customized asset allocation blends and

manager deployment.

. Prepare client reports on MTD, QTD & YTD account performance vs

benchmark indices, quarterly asset allocation review and rebalancing

schedules.

. Track bond swap activity for bid review, cash flow from purchases

and sales, and realized G/L.

Wachovia Securities - New York, NY

Senior Client Associate, Oct 2008 - May 2009

. Prepared and maintained client documentation: account opening, third-

party management agreements, syndicate IPO and options agreements,

IRA beneficiary forms.

. Executed client ad-hoc requests for fed wires, journals, statements,

confirms, ETC

. Performed general office tasks: faxing, filing, phone messages, and

hard mailings.

. Facilitated asset-backed lending, as well emergency Non-Purpose

margin loans for clients.

Morgan Stanley - Jersey City, NJ

Operations Analyst, Jan 2008 - Oct 2008

. Booked international equity trades done as principle or agent.

. Resolved trade/settlement discrepancies with outside custodial firms.

. Updated settlement and custodial instructions for DVP trading.

. Reconciled Morgan Stanley omnibus accounts.

[pic]

EDUCATION:

BS, Business Management and Finance - 05/2007

City University of New York, Brooklyn College - Brooklyn, NY

. GPA: 3.75 Magna Cum Laude

[pic]

PROFESSIONAL LICENSES:

. Series 7 & 66

Contact this candidate